Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,171 | $157,304-87.2% | $141,197-85.7% | $152,909-86.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 30.38% | 64.34%-34.0pp | 71.41%-41.0pp | 345.46%-315.1pp |
| Employer contribution / active EE | $1,000 | $5,263-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $2,000 | $7,111-71.9% | $6,710-70.2% | $5,851-65.8% |
| Admin fee / account holder | $231 | $12,126-98.1% | $10,265-97.7% | $11,601-98.0% |